INRO vs DIA

AINRO

BDIA

Measures won1–3DIA wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DIA $15,693

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−9.3%INRO · worst fall in 1Y

Held in common32.6%INRO and DIA

INRO

DIA

iShares U.S. Industry Rotation Active ETF · $540MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

[…]3 years · per year[…] · $16,322+17.7%

[…]5 years · per year[…] · $15,693+9.4%

0.42%Expense ratio$42 · $16 on $10k · lower wins0.16%

0.62%12-mo yield$62 · $140 on $10k1.40%

−9.3%Worst dropSmaller wins−9.8%

15.4%VolatilityLower wins13.4%

1–3DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsINRO · DIA

6.3%MSFT6.2%

8.5%AAPL3.9%

3.8%AMZN3.0%

2.6%GOOGL3.2%

Held in common32.6%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B
3	AINRO	iShares U.S. Industry Rotation Active ETFRead Desk	0.42%	0.62%	−4.7%	+8.3%	+9.4%	new	new	−9.3%	$540M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B
3	AINRO	iShares U.S. Industry Rotation Active ETFRead Desk	0.42%	0.62%	−4.7%	+8.3%	+9.4%	new	new	−9.3%	$540M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

INRO vs DIA

INRO

iShares U.S. Industry Rotation Active

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureINRODIA

Fee0.42%0.16%

Cost on $10k a year$42$16

Yield0.62%1.40%

5 years, per year[…]+9.4%

3 years, per year[…]+17.7%

Worst drop · 1Y−9.3%−9.8%

Volatility · 1Y15.4%13.4%

3–1measures won
DIA first

32.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: INRO, DIA, VUG

Today

54.4%most shared, INRO and VUG

INRODIAVUG

INRO—32.6%54.4%

DIA32.6%—20.7%

VUG54.4%20.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

VUG$43 − $3 = $40

INRO$62 − $42 = $20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee